With the App Actions feature, you can push record data to a specified app.
For example, users can copy customer information from a customer list that is managed by other app to an order management app, to save the effort of manually entering the information for each customer in the app.
This page uses an order management app and a customer list app to describe what app actions can do for users.

Users need to enter customer information manually whenever an order is received.

After you configured an app action, the action button is displayed for a record.
By clicking the action button, you can push necessary information from the record in the customer list app to the order management app.

For details on how to set an app action, refer to Configuring App Actions.

For example, you can use app action when you want to copy information on an applicant who will undergo an interview, from an app to manage applicants' information to an app to manage interviews.

In addition to the App Actions feature, you can use the Lookup feature and the Related Records feature to integrate data across apps. The features have different strengths and weaknesses. You need to select the best one for each purpose to get the most from apps.

• You use the App Actions feature to copy an existing record data to a specified app. You can specify not only another app but also the same app as the app to integrate with.
• You use the Lookup feature when entering records, to get data that match the keyword from the specified app.
• The Related Records feature automatically displays information on related records based on the data entered in a record. For example, Related Records are useful when you want to see a list of projects that are associated with a single customer. You can specify not only another app but also the same app as the app to integrate with.

For details, see Integrating Data Across Apps.